Plan Sponsor Basics: Retirement Plan Administrative Compliance Calendar

Wednesday, May 20, 2015
12:00 PM - 01:00 PM Eastern Daylight Time

Please join us for the third installment of our 2015 Plan Sponsor Basics webinar series, which focuses on the issues that many employers face in the design and operation of their retirement plans.

Sponsors and administrators of qualified Internal Revenue Code (IRC) section 401(a) and IRC section 403(b) retirement plans are subject to a wide range of reporting, disclosure, and other compliance deadlines that occur throughout the year, such as deadlines for providing participant notices, completing nondiscrimination testing, and filing annual reports. We will review the major reporting, disclosure, and other compliance and amendment requirements for these plans; their timing; and who is responsible for satisfying these requirements.

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Mark J. Simons | Of Counsel, Philadelphia
Elizabeth G. Kennedy | Senior Employee Benefits Consultant, New York

CLE credit in CA (1.0 hour per webinar), FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.

Upcoming Plan Sponsor Basics Webinars
September 22 | Retirement Plan Correction Issues
October 14 | Fiduciary Issues for Defined Contribution Plans